Evercore Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $734K | Hold |
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|
2025
Q1 | $655K | Hold |
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|
2024
Q4 | $622K | Hold |
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|
2024
Q3 | $675K | Hold |
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|
2024
Q2 | $636K | Hold |
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|
2024
Q1 | $636K | Sell |
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|
2023
Q4 | $619K | Hold |
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|
2023
Q3 | $570K | Hold |
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|
2023
Q2 | $590K | Hold |
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|
2023
Q1 | $584K | Hold |
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|
2022
Q4 | $547K | Hold |
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|
2022
Q3 | $478K | Hold |
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|
2022
Q2 | $543K | Hold |
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|
2022
Q1 | $632K | Hold |
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|
2021
Q4 | $661K | Hold |
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|
2021
Q3 | $656K | Buy |
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